Enterprising Investor
Practical analysis for investment professionals

Kevin Bales, CFA

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Biography

Kevin Bales, CFA, serves as a client portfolio manager for systematic strategies at Hartford Funds. He received his BBA from Cleveland State University and MBA from John Carroll University. Bales earned the right to use the Chartered Financial Analyst® designation and is a member CFA Society of Cleveland.

Author's Posts
Market Concentration and Lost Decades

Modern portfolio theory has taught professional investors the benefits of diversification. Maybe it is time to diversify in a more intentional way to reduce extreme market concentration.